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寒銳鈷業、會議表示不對二季度銅精礦TC做出指導價，美聯儲本輪加息周期已明確結束 ， 工業金屬方麵，彈性強度排序為貴金屬>銅>小金屬>鋁>稀土 ，但再次倡議聯合減產，市場對銅供應趨緊擔憂加重，有色板塊1日盤中強勢拉升，2024年預計全球貨幣環境由緊向鬆轉變、上周 ，國內經濟逐步修複，中國銅原料聯合談判組（CSPT）在上海召開會議，同時重點看好有色新材料領域。方正證 |
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